(905) 570-1200 Ext 280
Andrea Galante
- Life and Health Insurance Advisor
- Investment Fund Advisor*
Given the number of solicitations you receive, what I can offer you is guidance in achieving financial security by turning your ambitions into concrete realities.
I will help you review your situation and propose a two-pronged strategy: achievement of financial prosperity so that you can carry out your projects, and financial security so that you can protect yourself, your loved ones and your achievements from life's unexpected challenges.
Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:
- Establishing a personal budget
- Reviewing your investments
- Evaluating any insurance needs
- Determining if you can reduce your taxes
- Planning your retirement
- Understanding your estate wishes, and any legal matters
After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.
120 King Street West, Suite 210, Hamilton, ON L8P 4V2
Phone: 905 570-1200 ext. 280
Fax: 905 570-1270
Toll free: 1 877 992-9978
Desjardins Financial Security Independent Network and its counterpart in Quebec and New Brunswick, SFL Wealth Management, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.